# O'HAVER WEALTH MANAGEMENT, LLC

O'HAVER WEALTH MANAGEMENT, LLC of NEWARK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 299698
- Type: SEC-registered investment adviser
- Location: 438 EAST UNION STREET, NEWARK, NY, 14513
- Phone: (800) 332-7925
- Latest filing: 2023-03-30
- Regulatory AUM: $3.2M
- Discretionary AUM: $3.2M
- Clients: 1
- Accounts: 40

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299698/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299698/similar
- Related entities: https://search.stillhousedata.com/firm/299698/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299698

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.